Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for G. Stephen White and Associates
Team photo for G. Stephen White and Associates

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Our advisors



Our team

Georgia Smith

Georgia Smith

Practice Manager,

Financial Planning Assistant

Qualifications

  • 29 years experience with Ameriprise Financial LLC.

Roles & Responsibilities

  • Office management, Training Facilitator and HR/Payroll administration.
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Latoya Hopkins

Latoya Hopkins

Client Service Specialist

Roles & Responsibilities

  • Latoya is that great person you talk to when you need to schedule an appointment with Steve or Jeremy! She is also responsible handling day to day client needs and appointment preparation.
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